RRG Charts

May 2025

RRG Charts

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What Sector Rotation Says About the Market Cycle Right Now

by Julius de Kempenaer

Where are we in the market cycle? In this video, Julius reviews the sector rotation and asset class performance from the past 2-3 weeks to provide an objective take on where we stand in the current market cycle... Read More 

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The Best Five Sectors, #18

by Julius de Kempenaer

Sector Shuffle: Same Players, New Positions The past week brought an unusual shake-up in the RRG sector ranking model... Read More 

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Recession Ahead? Sector Rotation Model Warns of Rising Risk

by Julius de Kempenaer

Is a recession coming? In this video, Julius breaks down the latest updates to his powerful Sector Rotation Model, analyzing four key macroeconomic indicators and their impact on sector performance. This video was originally published on May 9, 2025... Read More 

RRG Charts

Blog Article Title Image

The Best Five Sectors, #18

by Julius de Kempenaer

Communication Services Drops to #5 The composition of the top five sectors remains largely stable this week, with only slight adjustments in positioning... Read More